Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

Tax Senior - Private Wealth (East Coast)

Position Summary:

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, and closely-held businesses
- Must have a strong understanding of AGI & DNI
- Opportunity to join Deloitte's growing Private Wealth practice

Key Responsibilities:

- Perform high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
- Prepare and assist in client meetings for compliance and consulting projects related to tax planning and transaction implications
- Provide solutions to complex tax issues

Team Overview:

- Deloitte Tax LLP's Private Wealth team focuses on the specialized needs of the ultra-affluent
- Provides comprehensive wealth transfer planning advice to clients including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Aims to help clients make informed decisions regarding personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:

- Must be able to work in a hybrid model with in-person co-location 2-3 days per week
- 3+ years of experience in tax planning or preparing and reviewing work papers and income tax returns
- Bachelor's degree in accounting, finance, or other business-related field
- Experience reviewing trust documents
- Strong technology, research, and writing skills
- Willingness to travel up to 25% for work and clients served
- Active accreditation such as CPA, licensed attorney, enrolled agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP)

Preferred Qualifications:

- Advanced degree such as MST, JD, or LLM
- Prior experience at a Big 4 firm
- Strong communication, interpersonal, and organizational skills
- Analytical and able to articulate conclusions, planning opportunities, and risks identified through research projects

Salary Information:

- Wage range for this role is $63,420 to $144,300, taking into account various factors such as skill sets, experience, training, licensure, and certifications
- Range estimate does not include geographic differentials
- Compensation decisions are dependent on individual cases and may not be at the top of the range for the role

Benefits:

- Deloitte offers a broad range of benefits to employees
- Great people make a great organization and Deloitte values its employees
- Learn more about the benefits of working at Deloitte

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers employees to be themselves and contribute their unique perspectives
- This enables the company to leverage different ideas and perspectives, leading to more creativity and innovation in solving complex challenges
- Deloitte is committed to sustainability, equity, and trust in creating a more equitable society
- Learn more about our inclusive culture and purpose

Professional Development:

- Deloitte believes in continuous learning and offers opportunities for employees to build new skills, take on leadership roles, and connect through mentorship
- From on-the-job learning experiences to formal development programs, employees have various opportunities to grow throughout their career

Deloitte Tax LLP:

- As used in this posting, "Deloitte" refers to Deloitte Tax LLP, a subsidiary of Deloitte LLP
- Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries
- Certain services may not be available to attest clients under the rules and regulations of public accounting

Equal Opportunity Employer:

- Deloitte is an equal opportunity employer and values diversity and inclusion in the workplace
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, in accordance with applicable law

Requisition Code: 182530

Not specified

Comprehensive benefits package (details not specified)

Not specified

Leadership, Strategic Thinking, Tax Compliance, Tax Consulting, Individual Taxation, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Businesses, Tax Planning, AGI, DNI, Compliance Software, Research, Writing, Travel, Microsoft Excel, Communication, Interpersonal, Organizational, Analytical

Bachelor's degree in accounting, finance, or other business-related field; advanced degree (MST, JD, or LLM preferred)

Online through Deloitte's website

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, Active accreditation (CPA, attorney, enrolled agent, or certifications such as CFA or CFP), Advanced degree (MST, JD, or LLM preferred)

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